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Showing 111 to 120 of 595 results for Succession Planning

  • What Are Your Financial Priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you. Download the checklist to start understanding and prioritizing what is most important to you. 

  • Chad Zoske SVP – Commercial Banking Relationship Manager

    As a Senior Vice President – Commercial Banking Relationship Manager, Chad specializes in developing and nurturing relationships with privately held family owned businesses in Southeastern Wisconsin. He excels in identifying and engaging key decision makers, driving strategic relationship planning to offer comprehensive financial solutions. Chad firmly believes that genuine connections and a deep understanding of each client's business are essential to helping them achieve both their short-term and long-term goals.

  • Helen Johnson-Leipold shares business tips for success at Marquette speaker series

    Helen Johnson-Leipold was Tuesday night’s keynote speaker during Marquette University’s 2022 June and Herman Loebl Women Business Leaders Speaker Series. Johnson-Leipold is the chairman and CEO of Racine-based Johnson Outdoors Inc., chairman of Johnson Financial Group, and chairman of The Johnson Foundation at Wingspread.

  • Casting a Path to Prosperity: Successful Fishing and Financial Management Strategies

    Wealth management and lake fishing have more in common than you’d think. Explore the connections between the strategies employed by professional anglers and experienced financial advisors, and how these approaches can guide you towards a meaningful life.

  • The 50/30/20 Rule Explained: A Simple Budgeting Strategy for Financial Success

    Discover how the 50/30/20 rule simplifies budgeting. Learn to allocate your income using the 50/30/20 budget method to achieve financial freedom. 

  • Your Financial Fresh Start: A Strategic Guide to 2026 Success

    Stop running your finances on autopilot. 2026 is your fresh start — time to reset, refocus and build a strategy that actually works.

  • Business Owners & Estate Plans – The Playbook

    As a succession planner, people often ask me the question “what is a succession plan?” A succession plan is a strategy created by a business owner that addresses how to use the owner’s income and assets to maximize the owner’s happiness.

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • Doug Nelson SVP Regional President, Madison

    As SVP Regional President of Madison, Doug leads the Madison region’s commercial banking team. He partners closely with other leaders in the greater Madison market to ensure that all lines of business are working together for the continued success of JFG clients and the community at large. Doug works to understand each business that he serves, introducing clients to relevant JFG teams to build strong relationships. With most of his career spent in Southern Wisconsin and the Greater Madison markets, Doug uses his deep community connections to provide value to his clients.

  • What Is a Financial Plan?

    Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.

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